HSBC Holdings Plc – Just Crazy Enough To Work
* Turning HSBC Into Tucker’s Town: In just two months, new Chairman Mark Tucker is already grabbing headlines. However, more than just headlines...
330 Views
U. S. Equity Strategy Weekly
We are witnessing widespread bullish inflections throughout the U. S. Financial Sector, specifically within our Asset Manager, Bank, Credit Card...
365 Views
Mitsubishi UFJ Financial Holdings – USD Shortfall Implies Major American Restructure
Despite Mitsubishi UFJ Financial Group (8306.JP/ MTU.US) [MUFG] being flush with liquidity in Japan given its surplus JPY deposits, the company...
264 Views
HSBC North America - Such a Drag
As other names in our large-cap United States (U.S.) bank universe are publicly listed, they typically come under greater scrutiny than a privately...
275 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
812 Views